Advisor at Reconstructing Wealth
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Firm
Reconstructing Wealth
Location
Daniel Island, SC
Credentials
Series 65
Industry experience
8 years
Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001 - $3,000,000: 1.50% annually $3,000,001 - $4,000,000: 1.25% annually $4,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
$300 per hour for standalone financial planning services
Daniel Island, SC
Massachusetts · South Carolina
Reconstructing Wealth, LLC
2024 - Present (2 years)
Beck Bode LLC
2017 - 2024 (7 years)
Kforce Inc.
2012 - 2017 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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